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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | Present |
| The Ascent Group | Homewood | AL | 05/2021 | 02/2023 |
| Pellham Financial Group | Homewood | AL | 11/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 10/2003 | Present |
| Nowlin And Associates | Homewood | AL | 03/1998 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2023 | Present |
| Pelham Financial Llc | Homewood | AL | 08/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *NOWLIN AND ASSOCIATES; SAME AS BRANCH; INV REL; INSURANCE AGENCY; AGENT; START DATE = 03/1998; HRS/MO = 200; TRADING HRS/MO = 200; HELPING CLIENTS PREPARE FOR RETIREMENT/SALES; *PELHAM FINANCIAL GROUP; SAME AS BRANCH; INV REL; EDUCATIONAL SEMINARS/FIXED ANNYUITY SALES/CFP CURRICULUM INSTRUCTOR; OWNER/PRESENTER; START DATE = 11/2006; HRS/MO = 5; TRADING HRS/MO =2; PRESENT EDUCATIONAL SEMINARS AND MAKE FIXED AND INDEX ANNUITY SALES, ALSO TEACH THE CFP CURRICULUM * Ameritas Life Insurance Company; Start: 1/02/2003; 10 hours per month (10 hours per month during market hours); Homewood, AL; Agent; Insurance Sales * Pelham Financial LLC; inv rel; same as branch; Financial product sales; Owner; start date=08/2023; hrs/mo=0; trading hrs/mo=0; Financial sales .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-23 |
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